Creating a New Rate
Creating a rate in Portmasters is a multi-step process divided into two main parts: Main Information and Pricing.
Part 1: Main Information
- Navigate to the Manage section and click on the Rate tab.
- Click the + New Rate button in the top right corner.
- The New Rate – Part 1/2 Main information dialog will appear.
Required fields
Movement
- Select the shipment type from the dropdown menu.
- Options include: FCL (Full Container Load), LCL (Less than Container Load), FTL (Full Truck Load), LTL (Less than Truck Load), or Air.
Estimated Time Departure
- Click the date picker icon.
- Select the expected departure date for this rate.
Port of Loading
- Select the origin port where the cargo will be picked up.
- Use the dropdown to search and select from available ports.
Port of Discharge
- Select the destination port where cargo will be delivered.
- Use the dropdown to search and select from available ports.
Transit Time
- Enter the number of days required for shipment.
- This helps calculate the estimated arrival time.
Valid to
- Click the date picker icon.
- Select the expiration date for this rate.
- After this date, the rate will no longer be available for booking.
Export/Import
- Select whether this rate applies to Export, Import, or both.
- Export = the company is at the origin.
- Import = the company is at the destination.
- Check the appropriate box.
Terms and Conditions (optional)
- Enter any specific terms and conditions applicable to this rate.
- This can include special requirements, restrictions, or notes.
When you’re done with the main information, click Next to proceed to Part 2.
Part 2: Price ($)
After completing the main information, you’ll see a summary header showing:
- Origin and destination ports
- Transit time
- Departure and arrival dates
- Movement type (e.g., FCL)
- Export/Import designation
Pricing fields
Place of loading truck fee
- Enter the trucking fee at the origin location.
- This covers transportation from the shipper to the port of loading.
Place of delivery truck fee
- Enter the trucking fee at the destination location.
- This covers transportation from the port of discharge to the consignee.
Documentation
- Enter documentation handling fees.
- This includes paperwork processing costs.
Container pricing
For each container type you want to offer:
- Kind of container – Select from the dropdown (e.g., 20’ Standard, 40’ Standard, 20’ High Cube, 40’ High Cube).
- Price for freight – Enter the ocean/air freight cost for this container type.
- Price for POL (Port of Loading) – Enter origin port charges and terminal handling fees.
- Price for POD (Port of Discharge) – Enter destination port charges and terminal handling fees.
- Click the + Add button to add additional container types to this rate.
Adding multiple container types
- You can add as many container types as needed for a single rate.
- Each container type will have its own freight, POL, and POD pricing.
- This allows customers to compare options and choose the container that fits their cargo.
Navigation
- Click Back to return to Part 1 and modify the main information.
- Click See the preview to review your rate before saving.
Part 3: Preview and Confirm
After clicking See the preview, you’ll see a comprehensive summary of your rate.
Route summary
- Origin and destination with dates.
- Movement type and transit time.
Fee breakdown
- Place of loading truck fee.
- Place of delivery truck fee.
- Documentation fee.
Container pricing matrix
- All container types with their respective POL and POD prices.
- Displayed in an easy-to-read table format.
Rate terms
- Optional specific terms and conditions applied to this rate.
Final actions
- Click Edit to go back and make changes.
- Click Save to create the rate.
Once saved, you’ll see a confirmation message:
“The rate successfully created. You can see and manage the rate in the Rate tab on Manage.”